Defining Employee Templates

eNETEmployer provides employee templates to help simplify the set up process for new staff members. Templates store payroll items and settings that can be applied to employees that share the same employment characteristics. Refer to theTemplates help page for more details on this topic. Templates Help page...

For this tutorial, we will discuss how to create the two most common template types (see below). Using the sample data as a reference, enter your own company data to reflect the default settings that should be applied to your new payroll employees.

Create an Hourly Employee Template

  1. Choose the Current Payroll - Templates menu command to open the Templates screen.
  2. Choose the New button to insert a new template row in the table.
    You can now move through the row from left to right as you specify the various settngs that will be assigned to any new hourly-based employees.
  3. Select the Name cell, and then enter the word Hourly. This name will help you identify the template as you refer to it in subsequent program screens.
  4. Move to the Business Account cell and choose the account that will be applied to each emplopyee who uses the template. The chosen account will be used when calculating each employee's payroll information and is required for reporting and T4 processing. The business accounts shown in this drop-down list can be viewed or edited via the Payroll tab's Current Payroll - Business Accounts menu command.
  5. Move to the Distribution cell and choose the desired distribution that will be assigned to new hourly employees. Distributions can be used if you wish to allocate an employee's work time to various departments. The distributions shown in this drop-down list can be viewed or edited via the Payroll tab's Current Payroll - Distributions menu command.
  6. Move to the Tax Province cell and specify which province the hourly employees will be taxed. In most cases the employee's Address Province and Tax Province are the same. An exception would be a case where an employee works in one province and lives in another.
  7. Move to the WCB cell and specify at which rate the hourly employees' WCB amounts will be calculated. If WCB premiums do not apply to your business, you can leave this cell blank.
  8. Move to the Statistic Code cell and specify the designated wage method that will be applied to hourly employees for Statistics Canada reporting.
  9. Choose the drop down list in the Earnings cell, and then place a check in each box for the earning types that will be applied to hourly employees. Choose hourly-based earnings only, and leave the checkboxes blank for salary-based earnings. If all of the earnings in the list will apply, you can choose the check box at the top of the drop down list to select the entire list of earnings. The earnings shown in this drop-down list can be viewed or edited via the Payroll tab's Current Payroll - Earnings menu command.
  10. Choose the drop down list in the Deductions/Benefits cell, and then place a check in each box for each of the deduction and benefit types that will be applied to hourly employees. The items shown in this drop-down list can be viewed or edited via the Payroll tab's Current Payroll - Deductions & Benefits menu command.
  11. Choose the drop down list in the Accumulators cell, and then place a check in each box for each of the accumulator types that will be applied to hourly employees. The items shown in this drop-down list can be viewed or edited via the Payroll tab's Current Payroll - Deductions & Accumulators menu command.
  12. Save the row's information when you are complete.
    EXAMPLE: In the example below, we have created an hourly employee template. Employees who are created using this template will be assigned the Hourly Statistic Code along with hourly-based earnings (e.g. Regular, Overtime, Double Time, Statutory Pay). Each time we wish to add an hourly-based employee to our payroll, the program will apply the appropriate earning types and settings.

    Name Business Account Distribution Tax Province WCB Stat Code Earnings Deductions/Benefits Accumulators
    Hourly Full Rate Factory Manitoba Manitoba Hourly Vacation, Statutory Pay, Overtime, Double Time, Regular RRSP Deduction, Group Insurance Vacation Pay
    Fig. 24: The Templates screen with an Hourly example.
    Fig. 24a: The Templates screen with an Hourly template.
  13. We will now add a second template for our salary-based employees.

Create a Salary Employee Template

Salary-based employee templates are created in the same manner as you've just read in the previous section of this tutorial, except that that you designate salary-related earnings, instead of hourly.

  1. Open the Templates screen and choose the New button to insert a new template row in the table.
  2. Move to the Name cell and enter the word Salary.
  3. Repeat steps 3 through 7 from the preceding section to define the settings for all subsequent salary-based employees who will be created using this template.
  4. Choose the drop down list in the Earnings cell, and then place a check in each box for the earning types that will be applied to salary employees. Choose salary-based earnings only, and leave the checkboxes blank for hourly-based earnings.
  5. Move to the remaining two cells and assign the appropriate Deductions/Benefits and Accumulators as needed for your salary-based employees.
  6. Save the row's information when you are complete.
    EXAMPLE: In the example below, we have created a salary employee template. Employees who are created using this template will be assigned the Salary Statistic Code along with various salary-based earnings (e.g. Salary, Commission, Bonus). The Vacation earning type will be assigned to all employees, regardless of their payment method. Each time we wish to add an salary-based employee to our payroll, the program will apply the appropriate earning types and settings.

    Name Business Account Distribution Tax Province WCB Stat Code Earnings Deductions/Benefits Accumulators
    Salary Full Rate Default Manitoba Manitoba Salary Salary, Vacation, Commission, Bonus RRSP Deduction, Group Insurance Vacation Pay
    Fig. 24: The Templates screen with two completed templates
    Fig. 24: The Templates screen with a salary template added.

This completes the Employee Templates tutorial. Close this window to return to the Quick Start Guide.